Goepper Burkhardt LLC
Goepper Burkhardt LLC is an SEC-registered wealth manager in Greenville, SC with $380.3M assets under management (AUM, regulatory AUM), +17% over one year. See who owns Goepper Burkhardt LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 127896, SEC 801-62283, data through 2026-03-23.
- AUM (assets under management / regulatory AUM)
- $380.3M (2026-03-23)
- Firm type
- Wealth Manager
- Location
- Greenville, SC
- Employees
- 5
- Clients
- 245
- CRD
- 127896
- Ownership
- GOEPPER, WILLIAM, DANT; MCGREW, BRADLEY, STEVEN; BURKHARDT, JOHN, BLAND; FLINK, ROBERT, HUNTER; BURKHARDT, J., BLAND
How much AUM does Goepper Burkhardt LLC have?
Goepper Burkhardt LLC reported $380.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-23).
Who owns Goepper Burkhardt LLC?
Disclosed owners and executives of Goepper Burkhardt LLC include GOEPPER, WILLIAM, DANT, MCGREW, BRADLEY, STEVEN, BURKHARDT, JOHN, BLAND, FLINK, ROBERT, HUNTER, BURKHARDT, J., BLAND. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.